UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q2 2026
Institutional positions in UnitedHealth Group Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 13 institutions have reported holding UNH so far. See Q3 2026
- Institutional holders
- 3,395
- +387 vs. Q1 2026
- Shares held
- 785.6M
- +41.8M (+5.6%) vs. Q1 2026
- Total value
- $325.1B
- +$123.9B (+61.6%) vs. Q1 2026
- New holders
- 528
- 1,312 more added
- Sold out
- 141
- 1,269 more reduced
46 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sapient Capital LLC | 1,704 | $708.2K | 0.01% | −1,387−44.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,702 | $707.2K | 0.33% | +6+0.4% | Added |
| Winton Group Ltd | 1,701 | $707.0K | 0.02% | −35,454−95.4% | Reduced |
| Skylands Capital, LLC | 1,700 | $706.6K | 0.09% | −7,995−82.5% | Reduced |
| Mad River Investors | 1,700 | $706.6K | 0.26% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1,699 | $706.2K | 0.59% | +13+0.8% | Added |
| Brady Family Wealth, LLC | 1,697 | $705.3K | 0.20% | −171−9.2% | Reduced |
| Canandaigua National Bank & Trust Co | 1,695 | $704.5K | 0.06% | +1,695 | New |
| Weaver Consulting Group | 1,693 | $703.5K | 0.14% | +11+0.7% | Added |
| White Lighthouse Investment Management Inc. | 1,686 | $700.9K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,682 | $699.3K | 0.19% | +1,682 | New |
| Future Financial Wealth Managment LLC | 1,647 | $697.6K | 0.43% | −489−22.9% | Reduced |
| Spartan Planning & Wealth Management | 1,676 | $696.7K | 0.46% | +1,676 | New |
| Park National Corp | 1,676 | $696.6K | 0.02% | −51−3.0% | Reduced |
| AXS Investments LLC | 1,672 | $694.9K | 0.20% | −339−16.9% | Reduced |
| Eads & Heald Wealth Management | 1,669 | $693.7K | 0.34% | +9+0.5% | Added |
| Claris Advisors, LLC | 1,663 | $691.2K | 0.18% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,658 | $689.1K | 0.27% | −374−18.4% | Reduced |
| Prospect Financial Services LLC | 1,658 | $689.0K | 0.35% | −221−11.8% | Reduced |
| Enterprise Financial Services Corp | 1,657 | $688.7K | 0.28% | +189+12.9% | Added |
| Paulson Wealth Management Inc. | 1,656 | $688.3K | 0.15% | −577−25.8% | Reduced |
| Cambridge Advisors Inc. | 1,655 | $687.9K | 0.12% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,653 | $687.0K | 0.09% | −290−14.9% | Reduced |
| Chesapeake Wealth Management | 1,652 | $686.6K | 0.19% | −875−34.6% | Reduced |
| Franklin Street Advisors Inc | 1,651 | $686.2K | 0.04% | +48+3.0% | Added |
| Clearwave Capital, LLC | 1,648 | $684.9K | 0.38% | +9+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,646 | $684.1K | 0.08% | −3,037−64.9% | Reduced |
| Alteri Wealth LLC | 1,646 | $684.1K | 0.19% | +711+76.0% | Added |
| Caerus Investment Advisors, LLC | 1,640 | $681.6K | 0.23% | +768+88.1% | Added |
| Droms Strauss Advisors Inc | 1,637 | $680.4K | 0.15% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,636 | $679.8K | 0.09% | −6−0.4% | Reduced |
| Amplius Wealth Advisors, LLC | 1,632 | $678.4K | 0.05% | −114−6.5% | Reduced |
| Investment Research Partners LLC | 1,631 | $678.0K | 0.23% | +355+27.8% | Added |
| Washington Trust Co | 1,623 | $674.4K | 0.02% | +14+0.9% | Added |
| LMG Wealth Partners, LLC | 1,622 | $674.1K | 0.11% | +11+0.7% | Added |
| Regent Peak Wealth Advisors LLC | 1,620 | $673.4K | 0.12% | +285+21.3% | Added |
| SeaCrest Wealth Management, LLC | 1,619 | $673.0K | 0.07% | −461−22.2% | Reduced |
| Tiaa Trust, National Association | 1,619 | $672.9K | 0.04% | −5,467−77.2% | Reduced |
| Dark Forest Capital Management LP | 1,618 | $672.5K | 0.04% | +1,618 | New |
| Tred Avon Family Wealth, LLC | 1,612 | $670.0K | 0.21% | +28+1.8% | Added |
| Stephenson National Bank & Trust | 1,612 | $670.0K | 0.17% | +306+23.4% | Added |
| Soundwatch Capital LLC | 1,609 | $668.7K | 0.07% | −17−1.0% | Reduced |
| Graham Capital Management, L.P. | 1,607 | $667.9K | 0.02% | +1,581+6,080.8% | Added |
| Opus Capital Group, LLC | 1,603 | $666.0K | 0.06% | +425+36.1% | Added |
| Harbor Advisors LLC | 1,600 | $665.0K | 0.08% | 00.0% | Unchanged |
| RK Capital Management, LLC | 1,600 | $665.0K | 0.04% | +1,600 | New |
| Pointe Capital Management LLC | 1,595 | $662.9K | 0.30% | +220+16.0% | Added |
| Elevated Capital Advisors, LLC | 1,594 | $662.6K | 0.18% | −1,036−39.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,594 | $662.5K | 0.15% | +280+21.3% | Added |
| Falcon Wealth Planning | 1,587 | $659.6K | 0.04% | +59+3.9% | Added |
| Werba Rubin Papier Wealth Management | 1,585 | $658.9K | 0.08% | +300+23.3% | Added |
| Fairscale Capital, LLC | 1,584 | $658.5K | 0.39% | −65−3.9% | Reduced |
| Tempus Wealth Planning, LLC | 1,580 | $656.5K | 0.13% | −801−33.6% | Reduced |
| Cascade Financial Partners, LLC | 1,578 | $655.8K | 0.06% | −74−4.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,575 | $654.8K | 0.37% | +361+29.7% | Added |
| Brookwood Investment Group LLC | 1,574 | $654.1K | 0.08% | −30−1.9% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1,571 | $653.0K | 0.51% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,570 | $652.4K | 0.08% | +100+6.8% | Added |
| Portside Wealth Group, LLC | 1,566 | $651.1K | 0.08% | +113+7.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,565 | $650.5K | 0.08% | 00.0% | Unchanged |
| Englebert Financial Advisers, LLC | 1,564 | $650.0K | 0.64% | −475−23.3% | Reduced |
| Phillips Wealth Planners LLC | 1,516 | $649.1K | 0.48% | +182+13.6% | Added |
| Southeast Asset Advisors Inc. | 1,559 | $647.8K | 0.07% | −9−0.6% | Reduced |
| Cushing Capital Partners, LLC | 1,557 | $647.2K | 0.45% | −53−3.3% | Reduced |
| Fortress Wealth Group, LLC | 1,538 | $647.1K | 0.22% | +1,538 | New |
| Financial Network Wealth Management LLC | 1,559 | $647.0K | 0.18% | −160−9.3% | Reduced |
| Navigation Group, LLC | 1,553 | $645.4K | 0.13% | +4+0.3% | Added |
| Fosun International Ltd | 1,548 | $643.4K | 0.14% | −5,163−76.9% | Reduced |
| McDonald Partners LLC | 1,548 | $643.4K | 0.16% | −931−37.6% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 1,548 | $643.3K | 0.33% | +207+15.4% | Added |
| Ullmann Financial Group, Inc. | 1,547 | $643.0K | 0.06% | +363+30.7% | Added |
| Stokes Family Office, LLC | 1,541 | $640.5K | 0.07% | −484−23.9% | Reduced |
| Rollins Financial Advisors, LLC | 1,540 | $639.9K | 0.08% | +321+26.3% | Added |
| Gilbert & Cook, Inc. | 1,536 | $638.4K | 0.07% | −17−1.1% | Reduced |
| Seeds Investor LLC | 1,531 | $636.3K | 0.07% | +360+30.7% | Added |
| Means Investment Co., Inc. | 1,530 | $636.1K | 0.05% | −89−5.5% | Reduced |
| Clear Wave Wealth Management LLC | 1,530 | $635.9K | 0.14% | +350+29.7% | Added |
| Sound Income Strategies, LLC | 1,527 | $634.5K | 0.03% | +117+8.3% | Added |
| Worth Asset Management, LLC | 1,525 | $633.8K | 0.20% | +276+22.1% | Added |
| Jacobsen Capital Management | 1,516 | $630.1K | 0.18% | +175+13.0% | Added |
| Mustico Financial Group, Inc. | 1,637 | $629.3K | 0.44% | +16+1.0% | Added |
| State of Wyoming | 1,514 | $629.3K | 0.06% | +1,514 | New |
| Sterling Investment Advisors, Ltd. | 1,513 | $628.9K | 0.11% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,511 | $628.0K | 0.16% | +165+12.3% | Added |
| COFG Advisors, LLC | 1,509 | $627.1K | 0.11% | +517+52.1% | Added |
| Curated Wealth Partners LLC | 1,508 | $626.8K | 0.07% | +422+38.9% | Added |
| Winthrop Advisory Group LLC | 1,507 | $626.5K | 0.04% | +18+1.2% | Added |
| Arrow Financial Corp | 1,505 | $625.5K | 0.06% | −395−20.8% | Reduced |
| Next Level Private LLC | 1,504 | $625.2K | 0.12% | +94+6.7% | Added |
| Consolidated Planning Corp | 1,503 | $624.8K | 0.08% | −171−10.2% | Reduced |
| Abacus Wealth Partners, LLC | 1,502 | $624.3K | 0.07% | −1,066−41.5% | Reduced |
| True North Advisors, LLC | 1,500 | $623.6K | 0.06% | −505−25.2% | Reduced |
| Icapital Wealth LLC | 1,500 | $623.4K | 0.35% | +1,500 | New |
| Corundum Trust Company, INC | 1,499 | $623.0K | 1.66% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,499 | $623.0K | 0.22% | +30+2.0% | Added |
| Axis Wealth Partners, LLC | 1,498 | $622.4K | 0.30% | −54−3.5% | Reduced |
| Sax Wealth Advisors, LLC | 2,300 | $622.3K | 0.03% | +1,617+236.7% | Added |
| Flatrock Wealth Partners LLC | 1,494 | $621.1K | 0.24% | +255+20.6% | Added |
| Sandro Wealth Management LLC | 1,494 | $620.8K | 0.45% | +152+11.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,490 | $619.2K | 0.14% | +1,490 | New |